The Contact Directory is your reusable address book for business travel. Save a contact once and reach them instantly from any trip — without re-entering details each time.
Getting to Contacts
Click Contacts in the sidebar under the Operate section.
Two contact types
Every contact is one of two types:
- Person — an individual. Fields include full name, title, role, organization, direct phone, mobile, and email.
- Business / Service — a business or service contact point. Fields include business name, contact label (for example, "Front Desk" or "Reservations"), phone, and organization.
The contact type determines which fields are shown in the form and how the contact is displayed in lists.
Contact categories
Each contact can belong to one or more categories:
- Clients
- Sites
- Hotels
- Restaurants
- Transport
- Road Service
Categories are used for filtering. A contact can belong to multiple categories.
Favorites
Mark any contact as a favorite using the star icon. Favorites appear at the top of the Favorites filter tab for quick access.
Searching and filtering
Use the search field to find contacts by name, organization, or city. Use the filter tabs to narrow by:
- All — every active contact
- ★ Favorites — starred contacts
- People — person contacts only
- Clients, Sites, Hotels, Restaurants, Transport, Road Service — by category
Quick actions
Each contact row shows quick-action buttons:
- Call — opens a phone call (if a phone number is saved)
- Email — opens your email client (if an email address is saved)
- Directions — opens directions in your maps app (if the contact is linked to a Travel Library place with coordinates)
- View Place — opens the linked Travel Library place
Linking a contact to a Travel Library place
When adding or editing a contact, you can link it to a place in your Travel Library. This enables the Directions and View Place quick actions and shows the place's city on the contact row.
Archiving a contact
Click the archive icon on a contact row to hide it. Archived contacts are not deleted — they are hidden from the active list. Archiving is confirmed before it takes effect.
Duplicate detection
When saving a new contact, the system checks for an existing contact with the same name. If a potential duplicate is found, you are shown the existing contact and can choose to save anyway or cancel.
Contact profile page
Click a contact's name to open their profile page at /contacts/[key]. The profile shows:
- Contact details and engagement history
- Trips this contact appeared in
- Meetings associated with those trips
- Open action items linked to those trips
- A Client Intelligence panel showing relationship strength, follow-up rate, and completed meetings
The profile page is read-only. Edit the contact from the main Contacts page.